JEPQ return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
2022 to today, log scaleResult#
$1,000 invested in JEPQ on May 4, 2022 was worth $1,851 on November 4, 2026, with dividends reinvested.
That’s 14.7% a year compounded (CAGR) over 4 years, 6 months: 1.9 times your money.
Over the same dates the same $1,000 would be worth $1,898 in the S&P 500 and $2,158 in the Nasdaq-100: JEPQ trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
These dates cover the whole record, so there is no other period this long to compare.
Growth of $1,000 in JEPQ, May 4, 2022 to November 4, 2026#
How far JEPQ was below its previous high. The biggest fall: −20.1% from Feb 19, 2025 to Apr 8, 2025, back to the high by Aug 8, 2025.
Your one buy. $1,000 on May 4, 2022, worth $1,851 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on November 4, 2026, by start date#
Each point is the same amount invested that day and held to November 4, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in JEPQ, by year#
Started on each year's first close and held to Nov 4, 2026, dividends reinvested.
| Started | Worth Nov 4, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2022 | $1,851 | 1.9× | 14.7% |
| 2023 | $2,132 | 2.1× | 21.8% |
| 2024 | $1,571 | 1.6× | 17.2% |
| 2025 | $1,251 | 1.3× | 13.0% |
| 2026 | $1,085 | 1.1× | — |
Methodology#
A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. JEPQ data begins May 4, 2022; values as of November 4, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.
See the live JEPQ chart and fundamentals on the JEPQ quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in JEPQ be worth today?
- $1,000 invested in JEPQ on May 4, 2022 would be worth $1,851 on November 4, 2026, with dividends reinvested — 14.7% a year compounded (CAGR).
- How far back does the JEPQ calculator go?
- JEPQ data begins May 4, 2022, with a close every session. Pick any start and end date in that span — 4 years, 6 months of history.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.
